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301 hedge funds and large institutions have $4.84B invested in Appian in 2020 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 86 increasing their positions, 67 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 29

141% more capital invested

Capital invested by funds: $2.01B → $4.84B (+$2.84B)

41% more funds holding

Funds holding: 214301 (+87)

28% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 67

3.36% less ownership

Funds ownership: 82.31%78.95% (-3.4%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

36% less call options, than puts

Call options by funds: $157M | Put options by funds: $243M

Holders
301
Holders Change
+87
Holders Change %
+40.65%
% of All Funds
5.33%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
116
Increased
86
Reduced
67
Closed
29
Calls
$157M
Puts
$243M
Net Calls
-$86.6M
Net Calls Change
-$90.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
151
SG Americas Securities
New York
$496K -$4.42M -39,450 -93%
CAM
152
ClariVest Asset Management
California
$493K +$341K +3,044 New
Thrivent Financial for Lutherans
153
Thrivent Financial for Lutherans
Minnesota
$489K
ACM
154
Adalta Capital Management
New York
$488K -$139K -1,240 -29%
NFSG
155
Newbridge Financial Services Group
Florida
$483K +$333K +2,977 New
MF
156
Magnetar Financial
Illinois
$480K +$332K +2,962 New
KAS
157
Kestra Advisory Services
Texas
$465K +$322K +2,879 New
MIH
158
Meitav Investment House
Israel
$457K -$287K -2,563 -48%
IAIM
159
International Assets Investment Management
Florida
$455K +$315K +2,810 New
HSBC Holdings
160
HSBC Holdings
United Kingdom
$437K +$304K +2,714 New
NFG
161
Next Financial Group
Texas
$434K +$61.6K +550 +26%
EGM
162
Engineers Gate Manager
New York
$429K -$71.8K -641 -20%
OQS
163
Occudo Quantitative Strategies
Florida
$423K +$292K +2,607 New
SWA
164
Stratos Wealth Advisors
Ohio
$420K +$290K +2,590 New
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$409K -$10.2K -91 -3%
BWP
166
Baldwin Wealth Partners
Massachusetts
$405K
Prudential Financial
167
Prudential Financial
New Jersey
$404K +$279K +2,493 New
CA
168
Cetera Advisors
Colorado
$401K +$277K +2,473 New
MA
169
Mutual Advisors
Nebraska
$399K +$275K +2,460 New
QP
170
Quilter Plc
United Kingdom
$394K +$272K +2,433 New
PAMU
171
Pictet Asset Management (UK)
United Kingdom
$389K +$269K +2,400 New
APA
172
American Portfolios Advisors
New York
$389K -$22.4K -200 -8%
CIBC Asset Management
173
CIBC Asset Management
Ontario, Canada
$387K +$267K +2,386 New
RE
174
RBC Europe
United Kingdom
$373K
OSAM
175
O'Shaughnessy Asset Management
Connecticut
$371K +$256K +2,288 New

APPN Hedge Fund Activity: Q4 2020 in Review

301 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q4 2020, worth a combined $4.84B — up 141% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new APPN positions and 29 closed out — a net gain of 87 holders — while 86 added to existing stakes and 67 trimmed.

The largest buyer was Fred Alger Management, opening a new position worth an estimated $125M. The largest seller was Abdiel Capital Advisors, cutting an estimated $216M.

  • 301 institutional investors held Appian (APPN) as of Q4 2020, up from 214 in Q3 2020.
  • Funds reported $4.84B of Appian stock for Q4 2020, up 141% quarter-over-quarter.
  • 116 funds opened new Appian positions in Q4 2020 and 29 closed out, a net change of +87 holders.
  • The largest Appian buyer in Q4 2020 was Fred Alger Management, an estimated $125M added.
  • The largest Appian seller in Q4 2020 was Abdiel Capital Advisors, an estimated $216M sold.

Based on aggregated 13F filings for Q4 2020.